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Ann: NTU Hallgarten and Company Coverage Update, page-11

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ausheds

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10/02/18

18:30

Post #: 30969436
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Originally posted by Anndy ↑

From their own disclosure, Hallgarten and Co act as a strategic consultant for NTU and are compensated for those services. Link above in investor112 post
I am assuming that H&C are paid in real $'s, not just hot tickets off the share printing press, (which seems to be working quiet fine atm, especially after they flicked the dilution mode switch on), since they do not hold any stock in NTU. Not holding stock is also from above link.

Only time will tell if H&Co are interested in taking any financial position in NTU.

Just Paid Pumping imo!
One would have to ask why are NTU still paying for the pump? do they have some major financial concerns?

Pay me enough $'s and I can write whatever you would like to read.

The Below from the report says a lot about how in tuned H&C really are as to Lynas business.

"On the preceding page can be seen the REE breakdown of NTU’s Brown’s Range deposit against Lynas’ Mt Weld. Lynas’s deposit is almost exclusively LREE which has become a burden for operations there as it is largely unwanted."
What a foolish statement, especially when Lynas are withholding their HREE (Dysprosium) SEG mix from the market due to suppressed and unreasonable prices, and at the same time they are upgrading their plant to produce MORE LREE.

Its not about LREE V's HREE. They all come out of the ground, all have different uses, all require procedures to separate, all have different cost associated to bring them to a concentrate, carbonate, oxide or metal.
ALL HAVE DIFFERENT MARKETS.

And as many keep comparing LYC to NTU, both are very different businesses. Lynas have been selling Dysprosium (in a purer form than NTU are hoping to produce) for years now, and they also have plenty of it, and at a much higher grade %.

.

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Interesting to compare price deck in Hallgarten's update with that in the recent ALK update by Edison:

Based on Hallgarten appreciation for DyO 17/18/19 probably a reasonable assumption they would have been similar 2020 ~$350kg BUT Edison have reacted honestly to the current supply/demand situation and slashed their DyO forecast by a massive 43%, all the way back to $200kg, basically no appreciation from current levels.

That would make a hell of a mess Hallgarten speculation.

NTU Price at posting: 8.8¢ Sentiment: Sell Disclosure: Not Held
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